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MLC Managed
Account Strategies

Reports

Our range of simple, easy-to-understand reports cover the latest portfolio performance, performance drivers, asset allocation, holdings, information on any changes to the portfolio and commentary on positioning.

 

Portfolio performance reports

Our monthly portfolio updates include performance, performance drivers, asset allocation and holdings. Reports for calendar quarters have additional information.

Portfolio updates available at the end of calendar quarters contain additional information on portfolio positioning, stock showcases, returns and volatility, not available in our more succinct monthly updates.

Portfolio

Monthly performance report

Quarterly commentary

MLC Premium Conservative 30



MLC Premium Moderate 50



MLC Premium Balanced 70



MLC Premium Growth 85



MLC Premium High Growth 98



MLC Value Conservative 30



MLC Value Moderate 50



MLC Value Balanced 70



MLC Value Growth 85



MLC Value High Growth 98



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MLC Asset Management Investment team

Meet the MLC Asset Management Investment team.